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Vanguard S&P Mid-Cap 400 Value ETF
IVOV

164 hedge funds and large institutions have $647M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 51 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

11% more capital invested

Capital invested by funds: $583M → $647M (+$64.3M)

3.13% more ownership

Funds ownership: 51.77% → 54.9% (+3.1%)

2% more funds holding

Funds holding: 161 → 164 (+3)

33% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 51

Holders
164
Holders Change
+3
Holders Change %
+1.86%
% of All Funds
2.02%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
15
Increased
34
Reduced
51
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TPI
Trust Point Inc
Wisconsin
+$67.5M
2
Morgan Stanley
Morgan Stanley
New York
+$5.08M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.02M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.4M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$1.93M

Top Sellers

1
OWA
Octavia Wealth Advisors
Ohio
-$16.4M
2
VIA
Vantagepoint Investment Advisers
District of Columbia
-$3.66M
3
HIS
Horizon Investment Services
Indiana
-$987K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$903K
5
Raymond James Financial
Raymond James Financial
Florida
-$861K
Name Holding Trade Value Shares
Change 		Change in
Stake
VIA
1
Vantagepoint Investment Advisers
District of Columbia
$108M -$3.66M -34,804 -3%
Mariner
2
Mariner
Kansas
$87.9M -$648K -6,165 -0.7%
RT
3
Rockland Trust
Massachusetts
$83.1M +$445K +4,229 +0.5%
TPI
4
Trust Point Inc
Wisconsin
$65.4M +$67.5M +641,623 New
Morgan Stanley
5
Morgan Stanley
New York
$38.6M +$5.08M +48,329 +15%
Bank of America
6
Bank of America
North Carolina
$22.6M -$774K -7,363 -3%
Raymond James Financial
7
Raymond James Financial
Florida
$21.5M -$861K -8,185 -4%
SCM
8
Stordahl Capital Management
Colorado
$17.8M +$224K +2,128 +1%
AWM
9
Avior Wealth Management
Nebraska
$16.2M +$817K +7,763 +5%
LPL Financial
10
LPL Financial
California
$12.4M +$552K +5,249 +5%
AWM
11
Aberdeen Wealth Management
Illinois
$12M -$71.6K -681 -0.6%
LFS
12
Lutz Financial Services
Nebraska
$11.7M -$174K -1,654 -1%
UBS Group
13
UBS Group
Switzerland
$11M +$564K +5,359 +5%
Wells Fargo
14
Wells Fargo
California
$9.09M +$1.43M +13,616 +18%
MB
15
MidFirst Bank
Oklahoma
$8.57M +$1.44M +13,712 +19%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$8.37M +$227K +2,162 +3%
KAS
17
Kestra Advisory Services
Texas
$7.75M +$165K +1,572 +2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$7.46M +$2.4M +22,851 +45%
HighTower Advisors
19
HighTower Advisors
Illinois
$5.59M -$72.8K -692 -1%
Truist Financial
20
Truist Financial
North Carolina
$4.64M -$46.8K -445 -1%
SC
21
Savant Capital
Illinois
$3.73M -$40.6K -386 -1%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.71M -$903K -8,583 -19%
AF
23
Allworth Financial
California
$3.45M -$74.3K -706 -2%
P
24
&Partners
Tennessee
$3.39M -$220K -2,095 -6%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$3.26M -$727K -6,914 -18%
1
2 3 4 5

IVOV Hedge Fund Activity: Q1 2026 in Review

164 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q1 2026, worth a combined $647M — up 11% from $583M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IVOV positions and 8 closed out — a net gain of 7 holders — while 34 added to existing stakes and 51 trimmed.

The largest buyer was Trust Point Inc, opening a new position worth an estimated $67.5M. The largest seller was Octavia Wealth Advisors, cutting an estimated $16.4M.

  • 164 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q1 2026, up from 161 in Q4 2025.
  • Funds reported $647M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q1 2026, up 11% quarter-over-quarter.
  • 15 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q1 2026 and 8 closed out, a net change of +7 holders.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q1 2026 was Trust Point Inc, an estimated $67.5M added.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q1 2026 was Octavia Wealth Advisors, an estimated $16.4M sold.

Based on aggregated 13F filings for Q1 2026.